Onboarding

A controlled pilot starts with clear setup.

This onboarding checklist gives early users a defined path before product access, data uploads, and pilot feedback.

01

Confirm the pilot product, property, use case, and decision-maker.

02

Agree on scope, users, data handling, and expected deliverables.

03

Collect source documents, project inputs, and workflow requirements.

04

Review pilot disclaimers and product limitations before access.

05

Run the pilot, capture feedback, and decide whether to expand.

Start

Request a pilot conversation first.

Pilot setup should match the product, user, property, and risk profile.

Request demo